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| Provider | Service type | Compensation |
|---|---|---|
BB&T3+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $6,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,315 | $55,002-86.7% | $59,899-87.8% | $56,289-87.0% |
| Participation rate | 73.8% | 75.9%-2.1pp | 74.7%-0.9pp | 69.9%+4.0pp |
| Annual return | 16.58% | 1.13%+15.4pp | 3.46%+13.1pp | -9.96%+26.5pp |
| Employer contribution / active EE | $1,102 | $2,448-55.0% | $2,723-59.5% | $2,111-47.8% |
| Participant deferral / active EE | $1,097 | $3,121-64.8% | $3,402-67.8% | $3,350-67.2% |
| Admin fee / account holder | $43 | $236-81.6% | $3,592-98.8% | $521-91.7% |